Knowledge Base

Default Settings – Quotes Valid Until

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• 1495

Default Settings – FOB & Completed Method

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• 1123

Default Settings – Relationship, Source, & Est. Lead Time

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• 1158

Default Settings – Payment Terms & Pricing Level

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• 1179

Setting default Sales Rep & Project Managers for all new records

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• 1177

Triggered Transaction Emails

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• 1227

Localization Settings

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• 1085

File Approval Work Order Settings

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• 1690

File Approval Quotes Settings

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• 3369

Setting Default Work Order Times

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• 1368